Wealth Strategies Sales Support Analyst

Morgan Stanley

Base: $75,000 py; bonus/equity: not specified; ben...
Run transition and hypothetical analyses
Assist in onboarding new clients
Update and maintain salespage (crm)
Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm’s high net worth sales team

Job Summary

  • Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm’s high net worth sales team.
  • Assist with daily WSG team activity, including being reactive to telephone and email inquiries from financial advisors.
  • At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered.

Matching Summary

Responsible for supporting sales efforts of Associate and Strategy Specialists for the firm’s high net worth sales team.

Salary

Base: $75,000 per year; Bonus/Equity: Not specified; Benefits: Attractive and comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Run transition and hypothetical analyses
  • Assist in onboarding new clients
  • Update and maintain SalesPage (CRM)
  • Master proprietary software applications
  • Reactive to telephone and email inquiries

Nice-to-have

  • Demonstrated sales success
  • Team player and shows initiative
  • Actively seeks opportunities to contribute

Key Requirements

  • Bachelor’s degree or equivalent preferred
  • Minimum one year of sales and/or leadership experience
  • FINRA Series 6 & 63 licenses
  • Obtain FINRA Series 7 and 66 as required
  • Strong communication, sales ability, and presentation skills
  • Extremely motivated
  • Very comfortable with technology
  • Able to learn quickly, retain knowledge
  • Ability to work in fast paced environment
  • Able to multitask and prioritize

Work Rights

Not specified

Tailored Resume

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